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Managed Account Statements in My Documents are renamed to Portfolio Review Reports
Stay up to date with your Raymond James investment account(s) anytime, anywhere.
Stay up to date with your Raymond James Ltd. investment account(s) anytime, anywhere. Armed with enhanced security measures to ensure clients information remains protected, the Client Access mobile app puts usability and personalization at the forefront. Whether you’re looking for in-depth reporting for specific accounts, a snapshot of your portfolio, or access to account documents. . Important: In order to use the Mobile App you must already have an active profile (registered) on the Client Access Site, with Two-Factor-Authentication (TFA) enabled. Your key financial information is right at your fingertips! Key features • Advisor contact information • User-Friendly interface • Request forgotten usernames/passwords • Activate or deactivate biometrics